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Christopher Potito

Clearbridge Investments, LLC

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About Christopher Potito

Christopher Potito is a registered representative with Clearbridge Investments, LLC. Christopher has been in the financial industry since December 2003 and has a broad range of experience. Christopher has held previous positions at AXA ADVISORS, LLC, LIGHTHOUSE FINANCIAL GROUP, LLC, and J.P. MORGAN SECURITIES INC. Christopher holds the Series 7, Series 55, Series 63, and Series 66 securities licenses. Christopher specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Christopher Potito is currently registered with Clearbridge Investments, LLC. Clearbridge Investments, LLC is an investment advisor headquartered in New York, NY. The firm manages approximately $180.8 billion in assets for a variety of clients, including individuals, corporations, investment companies, and pooled investment vehicles. They offer portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also participate in wrap fee programs.
Clearbridge Investments, LLC

620 8TH AVENUE

NEW YORK, NY 10018

$180.79B

Assets Under Management

1

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Christopher Potito’s Registration & Firm History

NY

05/09/2021 - Present

Clearbridge Investments, LLC (NEW YORK NY)

NY

03/10/2011 - 09/27/2011

AXA ADVISORS, LLC (NEW YORK NY)

NY

02/05/2010 - 08/19/2010

LIGHTHOUSE FINANCIAL GROUP, LLC (NEW YORK NY)

NY

08/28/2009 - 02/12/2010

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

07/29/2002 - 12/18/2008

J.P.MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/23/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/26/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Potito.
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